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JennyBFVNA
Level 1

Can someone help me with bank connectivity? My account won't connect. URL, username and password are all correct. Help?

 
2 Comments 2
ZackE
Moderator

Can someone help me with bank connectivity? My account won't connect. URL, username and password are all correct. Help?

Thanks for getting in touch with the Community, JennyBFVNA.

 

Since you're entering an appropriate bank URL and login credentials, but it's still not connecting, I'd initially recommend visiting your bank's website, signing in to the account, and confirming there's no alerts or messages that need to be addressed. Also check your account's settings/preferences to confirm if there's any security features in place which may be blocking a connection with QuickBooks.

 

If there's nothing you need to do in your bank account to help with connecting it, you'll want to try checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to link your account.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If your account connects while browsing privately, it's safe to say this problem's being caused by the browser. It can be fixed by clearing cached data and Intuit-specific cookies.

 

In the event it continues not connecting while using incognito, I'd recommend trying a different browsing application.

 

Here's a list of supported browsers:

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Safari - version 12 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer

 

You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

 

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

They can be reached while you're signed in:

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

For the time being, you can manually upload transactions into your books as a workaround.

 

If there's any additional questions, I'm just a post away. Have a lovely day!

Fiat Lux - ASIA
Level 15

Can someone help me with bank connectivity? My account won't connect. URL, username and password are all correct. Help?

Try opening your QBO account on any private/incognito browser.

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